-35.7%
VG vs SU
+82.9%
-118.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +1.7% |
| 7D | +3.8% | +1.6% | +2.2% | +1.8% |
| 30D | +7.2% | +10.7% | -3.5% | -6.2% |
| 3M | +22.8% | +13.5% | +9.3% | +5.2% |
| 6M | +33.2% | +21.8% | +11.4% | +7.4% |
| YTD | +124.8% | +58.8% | +66.0% | +35.9% |
| 1Y | +15.8% | +72.0% | -56.2% | -35.6% |
| All | -35.7% | +82.9% | -118.6% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling